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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
426
Granite Investment Partners
California
$36K +$35.5K +404 New
NSB
427
Norway Savings Bank
Maine
$35K – – –
RCG
428
Ruggie Capital Group
Florida
$35K – – –
AIM
429
Advantage Investment Management
Iowa
$34K – – –
THWM
430
Taylor Hoffman Wealth Management
Virginia
$33K – – –
AA
431
AlphaMark Advisors
Kentucky
$33K +$30.3K +345 +1,150%
WAM
432
Watermark Asset Management
California
$32K – – –
BCI
433
Brinker Capital Investments
Pennsylvania
$31K +$21.1K +240 +214%
HDIM
434
Hanson & Doremus Investment Management
Vermont
$29K -$4.04K -46 -12%
ANBT
435
American National Bank & Trust
Texas
$29K – – –
LFG
436
LifePlan Financial Group
Ohio
$29K – – –
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$28.8K – – –
PK
438
Pflug Koory
Nebraska
$28K – – –
SNT
439
Security National Trust
West Virginia
$28K – – –
BBPWM
440
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
CAGAS
441
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
FANJ
442
Financial Architects (New Jersey)
New Jersey
$27K – – –
JCM
443
Jacobi Capital Management
Pennsylvania
$27K – – –
LFA
444
Legacy Financial Advisors
Kentucky
$27K – – –
WA
445
WP Advisors
California
$25K +$24.6K +280 New
VCM
446
Vigilant Capital Management
Maine
$24K -$9.93K -113 -29%
CHP
447
Cable Hill Partners
Oregon
$24K – – –
FWM
448
Focused Wealth Management
New York
$23K – – –
ML
449
McAdam LLC
Pennsylvania
$23K – – –
ACS
450
Archford Capital Strategies
Illinois
$22K – – –
16 17
18
19 20